FB02 Change a FI document

Fb02- Document change

Business process-Fb02 is used to change a document.

Please note that only certain fields like text etc. can be changed after a document is posted.

If you need to change the cost center, amount, etc., then you need to reverse this document using Fb08 and then re-post the correct document.

Menu Path-  Access through the menu path.

Accounting-Financial Accounting-General Ledger- Document- Fb02 Change

or directly through the tcode FB02.

or directly through the tcode FB02.

Enter the following details 1-Document number- This is the document number that you want to change.  2-Company Code- The comapny code to which the document number belongs to. Note- The same document number can appear in multiple company codes, so make sure that you have the right company code. 3-Fiscal year- Enter the fiscal year that the document belongs to.  Note- The same document number can appear in multiple fiscal years, so make sure that you have the right fiscal year.

Enter the following details

1-Document number– This is the document number that you want to change.

2-Company Code– The company code to which the document number belongs to.

Note- The same document number can appear in multiple company codes, so make sure that you have the right company code.

3-Fiscal year- Enter the fiscal year that the document belongs to.

Note- The same document number can appear in multiple fiscal years, so make sure that you have the right fiscal year.

If you do not know your document number, you can click on the Document List and find it.

If you do not know your document number, you can click on the Document List and find it.

Once you enter the document info, you will see your document.  Make sure that you are in change mode.

Once you enter the document info, you will see your document.

Make sure that you are in change mode.

Double click on the line that you want to change and you will see certain fields are editable and the rest are grayed out. You can always check with your IT team if a certain field can be made editable. Not every field can be made editable, but configuration contorls whether these fields can be edited.

Double click on the line that you want to change and you will see certain fields are editable and the rest are grayed out.

You can always check with your IT team if a certain field can be made editable. Not every field can be made editable, but configuration controls whether these fields can be edited.

Enter the new values here. You can see that the amount field is grayed out and the assignment and text fields are editable.

Enter the new values here. You can see that the amount field is grayed out and the assignment and text fields are editable.

Once you enter this information, you can hit save

Once you enter this information, you can hit save

and you will see a message confirming that the changes have been saved.

and you will see a message confirming that the changes have been saved.

The steps below show you how to find out a certain document if you don't know the document number. In FB02, Click on document list.

The steps below show you how to find out a certain document if you don’t know the document number.

In FB02, Click on document list.

You are then brought to a new screen. Here you can enter details that will help you get your document.  E.g. you can click on own documents only to only see your documents.  If you created the document today, then enter

You are then brought to a new screen. Here you can enter details that will help you get your document.

E.g., you can click on yown documents only to only see your documents.

If you created the document today, then enter “today’s date” in the entered on date field. Or enter a date range like shown below.

You can restrict it to a particular company code or use any other criteria.

Enter all the info and then click on execute.

Enter all the info and then click on execute.

You will see a list of all the documents.

You will see a list of all the documents.

Double click on the one you want to select and that document will open up. You can then double click on the line and change whatever you need to.

Double click on the one you want to select, and that document will open up.

You can then double click on the line and change whatever you need to.

Once you make the changes, Click on save.

Once you make the changes, Click on save.

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